Carolinas Wealth Consulting’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Carolinas Wealth Consulting’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,418	Closed	-$90.1K	–	773
2025 Q1	$90.1K	Hold	1,418	–	–	0.02%	260
2024 Q4	$86.1K	Hold	1,418	–	–	0.02%	274
2024 Q3	$96K	Hold	1,418	–	–	0.02%	271
2024 Q2	$87.4K	Buy	1,418 +244	+21%	+$15.3K	0.02%	278
2024 Q1	$74.3K	Buy	+1,174	New	+$71.8K	0.01%	317
2020 Q4	–	Sell	-602	Closed	-$36K	–	1013
2020 Q3	$36K	Hold	602	–	–	0.01%	328
2020 Q2	$32K	Buy	602 +6	+1%	+$302	0.01%	246
2020 Q1	$26K	Buy	+596	New	+$33.1K	0.01%	140

Other funds holding SCZ

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SCZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2025, closing a stake of 1,418 shares — an estimated $90.1K sold.

Carolinas Wealth Consulting first reported a position in SCZ in Q1 2020 and held it in 8 quarters. The position peaked at $96K in Q3 2024. 716 funds tracked by Wall St. Rank hold SCZ as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,418 iShares MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $90.1K.
Carolinas Wealth Consulting first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares MSCI EAFE Small-Cap ETF position peaked at $96K in Q3 2024.
716 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.